Filed November 15, 2023
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,827 | $45,041-20.5% | $63,003-43.1% | $70,131-48.9% |
| Participation rate | 89.1% | 69.5%+19.6pp | 74.8%+14.3pp | 69.5%+19.6pp |
| Annual return | 12.17% | 18.76%-6.6pp | 87.59%-75.4pp | 73.14%-61.0pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,790 | $2,465+13.2% | $3,329-16.2% | $3,332-16.3% |
| Admin fee / account holder | $1,712 | $2,836-39.6% | $3,600-52.5% | $4,645-63.2% |